The Levendi Thornbridge Defined Return Fund is an actively managed portfolio of defined return investments developed by Levendi Investment Management. It aims to generate positive returns of Libor + 6% under most market conditions in the medium term, with less volatility than major global equity markets.
The Fund has been created for lower risk investors that want a high chance of receiving a good return under a broad range of market conditions. It offers defensive, diversified equity market exposure. The fund is managed to maximise the chance of generating a positive return and provide a degree of protection if markets fall.
The Fund can be used as part of an investor's global equity allocation or as an absolute return fund. The headline objectives are:
- Positive returns under most market conditions
- Low volatility
- Daily liquidity
- Expert management
- Access to institutional defined return investments
- A degree of protection
- Active risk management
- Diversified market exposure
- Diversified issuer exposure & active credit management
For more information: www.levendi-im.com/product/international-share-class